See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,420 | $85,766+36.9% | $136,294-13.8% | $70,131+67.4% |
| Participation rate | 75.4% | 74.2%+1.2pp | 81.9%-6.6pp | 69.5%+5.8pp |
| Annual return | 15.72% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,918 | $2,966-35.3% | $4,695-59.1% | $2,342-18.1% |
| Participant deferral / active EE | $6,118 | $5,051+21.1% | $6,247-2.1% | $3,332+83.6% |
| Admin fee / account holder | $531 | $5,420-90.2% | $9,243-94.3% | $4,645-88.6% |